May is Disability Awareness Month

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Financial advisors play a key role in educating clients about the benefits of disability insurance. In Steve’s recent DI Podcast, Chris Wilmes shared in his interview that he would not have thought about disability income protection if his advisor had not brought it up. Your DI Toolkit We’ve put together a disability insurance toolkit to help you get started.
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Good DI Field Underwriting = Satisfied Clients

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Brokers who ask their clients the right questions before they take an individual disability income application are more likely to have satisfied clients, because it allows you to set realistic expectations. When the client knows what to expect, it makes the underwriting process smoother for you, the underwriter, and the client.  The medical and financial underwriting for disability income
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Happy Holidays

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Happy Holidays from Source Brokerage! As we enjoy our families and the hustle and bustle of the holiday season, we want our brokers to know we appreciate your business!
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